About Us

Investwell’s vision is simple, we want to facilitate a single access resource point for our clients by providing them with objective advice that they need to achieve their financial goals through a combination of listening, planning, guiding, executing and reviewing.

Our philosophy is to provide the financial discipline and guidance needed to help you meet your goals. We also understand that each client is different and requires individual attention and tailored solutions. Our experienced advisers will work closely with you to develop and maintain a strategy uniquely designed to help you reach your financial goals.

We believe achieving financial dreams requires long-term planning and a prudent combination of appropriate and timely strategies. We provide you with the information you need to make effective financial decisions and also deliver services you can rely on from advisors you can trust who will exclusively design a personalized plan to help you reach your financial goals.


We offer a range of services and solutions

Our mission

We are passionate to recognise the individuality of every client and offer personally tailor our advice specifically to their financial needs. We are focused on achieving the best outcomes for our clients, delivered with an unwavering commitment to service and building lasting relationships.

We manage clients’ affairs based on respected experience and integrity, combined with advanced financial intelligence.


Our experience

Investment Advice 87%
Retirement Planning 90%
Tax Management 85%
Estate Planning 95%
Education Funding 86%
Insurance Advice 92%

Our Business Partners

  • Allianz
  • CPP
  • Foresters
  • ivari
  • Assumption Life
  • Desjardins
  • Humania
  • La Capitale
  • BMO Insurance
  • Empire Life
  • IA Excellence
  • Manulife
  • Canada Life
  • Equitable
  • Industrial Alliance
  • Pacific Blue Cross
  • RBC Insurance
  • Sun Life
  • Travelance
  • TuGo

Book a face-to-face complementary consultation with us to discuss your financial needs.